KraneShares Mount Lucas Managed Futures Index Strategy ETF (KMLM)

Management Company · XNYS · Series S000070143 · View on SEC EDGAR ↗

Holdings data is not available for this fund yet.

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Fund flows (SEC-reported)

Last month (Mar 2026)
+$5.3M
Quarter ending Mar 2026
+$86.1M
Trailing 12 months
+$53.1M

Mar 2025 – Mar 2026

Based on the fund's own SEC Form N-PORT monthly flow disclosures (Item C.9 "Flow Information") — sales minus redemptions, reinvested distributions excluded. This is a different, independent metric from the "Net flows" estimate above (which is derived from daily shares-outstanding changes). SEC N-PORT filing lag is up to ~60 days; the most recent month/quarter may not yet be fully reflected.

Full composition 26 holdings

NameCUSIP Value % Balance Category Country
Unknown security $41.2M 15.13 599 DFE US
United States of America 912797TL1 $39.9M 14.63 40,000,000 DBT US
United States of America 912797TR8 $39.8M 14.62 40,000,000 DBT US
United States of America 912797TH0 $35.0M 12.83 35,000,000 DBT US
United States of America 912797SN8 $34.9M 12.81 35,000,000 DBT US
Unknown security $26.9M 9.86 171 DCO US
Unknown security $25.0M 9.16 268 DCO US
Unknown security $23.9M 8.76 186 DCO US
Unknown security $19.0M 6.96 195 DCO US
Unknown security $18.6M 6.83 604 DCO US
Unknown security $17.9M 6.55 305 DCO US
Unknown security $16.6M 6.08 117 DCO US
Unknown security $15.9M 5.84 34 DCO US
Unknown security $13.9M 5.10 193 DFE US
Unknown security $9.8M 3.58 62 DFE US
US 10YR ULTRA FUT JUN26 $3.1M 1.12 27 DIR US
Unknown security $2.6M 0.96 114 DCO US
Unknown security -$6.0M -2.18 -72 DFE US
Unknown security -$16.2M -5.93 -930 DCO US
Unknown security -$17.5M -6.43 -583 DCO US
United Kingdom of Great Britain and Northern Ireland -$26.4M -9.68 -227 DIR GB
Unknown security -$33.6M -12.33 -232 DFE US
Canada -$39.6M -14.53 -459 DIR CA
Unknown security -$41.7M -15.31 -527 DFE US
EURO-BUND FUTURE JUN26 -$45.4M -16.65 -313 DIR DE
Japan -$64.9M -23.80 -79 DIR JP

Institutional owners (13F) 64 filers

Institutions that report holding this ETF in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Institution Value % of tracked 13F Shares Type As of
POTOMAC FUND MANAGEMENT INC /ADV $28,070,336 26.86% 995,402 Shares March 31, 2026
Ted Buchan & Co $8,506,165 8.14% 309,090 Shares June 30, 2026
ENVESTNET ASSET MANAGEMENT INC $7,434,906 7.11% 270,164 Shares June 30, 2026
Alliance Wealth Advisors, LLC /UT $7,078,667 6.77% 257,219 Shares June 30, 2026
ABBINGTON INVESTMENT GROUP $6,954,926 6.66% 252,724 Shares June 30, 2026
MANNING & NAPIER ADVISORS LLC $6,619,811 6.33% 240,545 Shares June 30, 2026
Longview Financial Advisors, Inc. $3,520,641 3.37% 127,935 Shares June 30, 2026
Sound Financial Strategies Group, LLC $3,110,530 2.98% 113,028 Shares June 30, 2026
Illumine Investment Management, LLC $3,029,580 2.90% 0 Shares June 30, 2026
CAPTRUST FINANCIAL ADVISORS $2,509,934 2.40% 91,204 Shares June 30, 2026
CSS LLC/IL $2,222,157 2.13% 80,747 Shares June 30, 2026
Latitude Advisors, LLC $2,169,320 2.08% 78,827 Shares June 30, 2026
BANK OF MONTREAL /CAN/ $2,006,676 1.92% 72,917 Shares June 30, 2026
LPL Financial LLC $1,644,210 1.57% 59,746 Shares June 30, 2026
Magnolia Private Wealth, LLC $1,572,276 1.50% 104,924 Shares June 30, 2026
Beacon Capital Management, Inc. $1,526,369 1.46% 55,464 Shares June 30, 2026
ROYAL BANK OF CANADA $1,455,000 1.39% 52,880 Shares June 30, 2026
Lifetime Wealth Management P.C. $1,235,840 1.18% 44,907 Shares June 30, 2026
NVWM, LLC $1,128,764 1.08% 41,016 Shares June 30, 2026
CIBC WORLD MARKET INC. $941,597 0.90% 34,215 Shares June 30, 2026
SteelPeak Wealth, LLC $924,150 0.88% 33,581 Shares June 30, 2026
Fermata Advisors, LLC $848,621 0.81% 30,837 Shares June 30, 2026
Persium Advisors, LLC $796,704 0.76% 28,950 Shares June 30, 2026
Ameritas Advisory Services, LLC $744,911 0.71% 27,068 Shares June 30, 2026
Altiora Financial Group, LLC $659,792 0.63% 23,975 Shares June 30, 2026
FMA Wealth Management, LLC $626,502 0.60% 22,765 Shares June 30, 2026
Atria Investments, Inc $602,716 0.58% 21,901 Shares June 30, 2026
WFA of San Diego, LLC $521,597 0.50% 18,111 Shares June 30, 2026
Farther Finance Advisors, LLC $506,203 0.48% 18,394 Shares June 30, 2026
Visionary Wealth Advisors $497,977 0.48% 18,095 Shares June 30, 2026
Blueprint Investment Partners LLC $494,782 0.47% 17,979 Shares June 30, 2026
Blueprint Financial Advisors LLC $494,782 0.47% 17,979 Shares June 30, 2026
Creative Planning $425,267 0.41% 15,453 Shares June 30, 2026
Kovack Advisors, Inc. $416,564 0.40% 15,135 Shares June 30, 2026
MGO ONE SEVEN LLC $410,402 0.39% 14,913 Shares June 30, 2026
Ancora Advisors LLC $379,468 0.36% 13,789 Shares June 30, 2026
Claro Advisors Inc. $365,411 0.35% 13,278 Shares June 30, 2026
INVESTED ADVISORS $355,806 0.34% 12,929 Shares June 30, 2026
PFG Investments, LLC $281,024 0.27% 10,212 Shares June 30, 2026
Cetera Investment Advisers $268,619 0.26% 9,761 Shares June 30, 2026
INDEPENDENT FINANCIAL GROUP, LLC $253,762 0.24% 9,221 Shares June 30, 2026
NewEdge Advisors, LLC $234,608 0.22% 8,525 Shares June 30, 2026
IPG Investment Advisors LLC $221,481 0.21% 8,048 Shares June 30, 2026
Quadrature Capital Ltd $204,006 0.20% 7,413 Shares June 30, 2026
OSAIC HOLDINGS, INC. $58,851 0.06% 2,138 Shares June 30, 2026
Qube Research & Technologies Ltd $44,995 0.04% 1,635 Shares June 30, 2026
CWM, LLC $18,471 0.02% 655 Shares March 31, 2026
ORG Partners LLC $18,061 0.02% 696 Shares Dec. 31, 2025
SIMPLEX TRADING, LLC $17,502 0.02% 636 Shares June 30, 2026
WELLS FARGO & COMPANY/MN $16,457 0.02% 598 Shares June 30, 2026
Ascentis Wealth Management, LLC $11,448 0.01% 416 Shares June 30, 2026
FIFTH THIRD BANCORP $11,228 0.01% 408 Shares June 30, 2026
MATHER GROUP, LLC. $8,201 0.01% 298 Shares June 30, 2026
RAYMOND JAMES FINANCIAL INC $6,522 0.01% 237 Shares June 30, 2026
Global Retirement Partners, LLC $3,578 0.00% 130 Shares June 30, 2026
HARBOUR INVESTMENTS, INC. $3,320 0.00% 121 Shares June 30, 2026
NBT BANK, N.A. $3,302 0.00% 120 Shares June 30, 2026
ASSETMARK, INC $1,321 0.00% 48 Shares June 30, 2026
UBS Group AG $1,018 0.00% 37 Shares June 30, 2026
FIDUCIARY FINANCIAL ADVISORS $495 0.00% 19 Shares June 30, 2026
Cape Investment Advisory, Inc. $330 0.00% 12 Shares June 30, 2026
JPMORGAN CHASE & CO $328 0.00% 12 Shares June 30, 2026
Creative Capital Management Investments LLC $110 0.00% 4 Shares June 30, 2026
MORGAN STANLEY $52 0.00% 1 Shares June 30, 2026

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